Susan Zimmerman

We have been helping clients create a MAP for their financial planning since 1988. You are invited to contact us for a free introductory meeting. We call this a pathfinder, as you will discover in this meeting what path is best for you to start on as a next step. You may also enjoy visiting www.raysofhope.us for information about making the most of life's challenging changes. For seminar information, visit www.mindfulassetprograms.com.

Our mission is to help you strengthen and make the absolute most of your assets - both human and financial - to enhance awareness of your personal values and style preferences in money and in life. We work together with you as equal members of a team, using a process we call MAP (Maximum Asset Planning), for information gathering, money personality, financial, and values assessment discussions. Your unique total asset picture includes both financial and human assets. Family and career situation, life history, beliefs, emotions, and goals are incorporated into all recommended actions suggested by MAP.

Steve, a Certified Financial Planner (CFP), has extensive experience in company retirement plans, comprehensive financial, tax and portfolio analysis, his primary focus at MAP. Both Susan and Steve have attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. A ChFC adheres to a strict code of ethics and has prepared extensively to provide clients with comprehensive, sound financial advice.

Susan is a Licensed Marriage and Family Therapist (LMFT). She has authored books on grief and loss, financial psychology and money personalities, and developed an assessment tool that scores individuals in eight different spending and investment styles. Books can be ordered from Amazon.com.